Wealth Forum

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WEEKLY REPORT (DEC-03-2017)
04 Dec

WEEKLY REPORT (DEC-03-2017)

Weekly Closer Look:   It’s about more than just tax cuts The U.S. equity market is finally getting some positive signals in Washington, D.C. While tax cuts could certainly boost the economy and corporate profits, there are a number of other reasons we are constructive on U.S. equities for 2018. Better GDP, stronger profits. In our…

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WEEKLY REPORT (NOV-20-2017)
21 Nov

WEEKLY REPORT (NOV-20-2017)

United States: High-yield bonds have sold off in 12 of the last 16 days, according to the Bloomberg Barclays High Yield Index, with spreads widening as much as 42 basis points (bps) in the last three weeks. A litany of factors has roiled the riskiest corner of the market, including a string of poor earnings…

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What is ‘family governance’?
03 Nov

What is ‘family governance’?

‘Family governance’, refers to the structures and processes families use to organise themselves and guide their relationship with their enterprise. When well-designed (and properly implemented), family governance can help set boundaries, create clarity, and result in greater harmony between family members, a more focused business, and easier transitions between generations. However, in order to be…

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Weekly Report (July-31-2017)
31 Jul

Weekly Report (July-31-2017)

Weekly Closer Look:  What D.C. drama? We look at what it’s been focusing on the market has allowed it to remain unfazed by the Beltway bluster and highlight lingering risks. Our take is, thus far, the market is willing to prioritize corporate earnings and economic trends along with monetary policy nuances—bread-and-butter factors that normally drive…

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Weekly Report (July-24-2017)
25 Jul

Weekly Report (July-24-2017)

Weekly Closer Look:  U.S. Tech Sector The S&P 500 Tech sector finally reached a new all-time high, 17 years after the bubble-era peak. The U.S. Tech sector’s new record high has brought back memories of the dot-com bubble. But unlike then, today’s Tech sector is not propped up by fanciful talk. It’s led by companies…

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Weekly Report (July-17-2017)
18 Jul

Weekly Report (July-17-2017)

Weekly Closer Look: The past month has presented a sea change in global central bank policies amid numerous hawkish policy shifts. We have seen a spike in global sovereign yields, with certain key rates breaking out of recent trading ranges. The Canadian 10Y at its peak added more than 45 basis points (bps) over the…

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A Visual Guide to Financial Statements for Your Business
26 Jun

A Visual Guide to Financial Statements for Your Business

Financial statements are essential for every company. They provide insight into the health of a company, as well as information on assets, liability, income and cash flow. And the more transparent you can be with your finances, the better off you’ll be in the long run. Financial statements can help you get funding and loans, as well…

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Succession Planning and Business Transfer
02 Jun

Succession Planning and Business Transfer

WHY SUCCESSION PLANNING IS IMPORTANT Some 80 per cent of private firms in Canada are family owned. However, a majority of first-generation family businesses have no succession plan. Common reasons include resistance by the owner to let go of the reins, fear of retirement or inability to find or choose an effective successor. Transferring ownership can be…

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